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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-24 |
Branch Locations
6 Desta Drive Suite 5950, Midland, TX 79705 • United States
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Midland | TX | 07/2014 | 02/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2023 |
| Americana Partners, Llc | Houston | TX | 02/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | 11/2024 |
1) Fixed Insurance. Investment related. 6 Desta Drive Ste 5950 Midland, TX 79705. Fixed / Traditional Insurance. Agent. 02/2023. Hrs/month4 all during trading hours. Sale of Fixed / Traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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